In this week’s episode of IFA Talk, Meg Bratley and Sue Whitbread are joined by Jamie Sexton, Chief Client Officer at True Potential, to explore the fast-evolving role of AI in financial advice and what it means for the future of the profession.

As technology continues to reshape the advice landscape, the conversation focuses on where AI is having the greatest impact today, from supporting basic guidance to enhancing more complex, high-touch advice. Jamie shares his perspective on how advisers can think about AI not as a threat, but as a practical tool to help close the advice gap and improve outcomes for clients.

The episode also dives into what meaningful AI integration actually looks like in practice. Beyond simply saving time, the discussion explores how firms can measure success, embed technology effectively, and ensure it enhances both operational efficiency and the overall advice proposition.

We also look at the client experience and how technology can go beyond efficiency gains to play a deeper role in building trust, identifying client needs earlier, and strengthening long-term relationships.

We wrapped things up by asking Jamie for his key takeaways, offering practical insights for advisers looking to navigate the intersection of AI, regulation and client engagement.

In this week’s episode of IFA Talk, we unpack one of the biggest challengers facing advisers; helping clients stay calm when markets become uncertain.

In such turbulent times, good advice really matters, not just in terms of building financial plans, but in helping clients manage the emotional side of investing and avoid making mistakes from short-term overreactions.

This week, James Sullivan, Head of Partnerships at Tyndall Investment Management, joins us to discuss how advisers can prepare clients for turbulent periods, communicate effectively during uncertainty, and keep conversations focused on long-term outcomes.

In this week’s episode of IFA Talk, Jenny Hunter, Deputy Editor of IFA Magazine, and Editor Sue Whitbread are joined by Anthony Villis, Managing Director and co-founder of First Wealth, to discuss the real value of financial planning.

While investment performance often dominates client conversations, the discussion explores how the true value advisers provide often lies elsewhere. Anthony shares his thoughts on how advisers can move conversations beyond short-term returns and towards purpose, long-term goals and better financial decision-making.

The episode also touches on the role of human behaviour in how people manage their money. Anthony explains how biases and emotions can influence client decisions, and how advisers can help clients stay focused on the bigger picture during times of uncertainty or market volatility.

We wrapped things up by considering what a great long-term adviser might look like in the future, and how the profession may continue to evolve as planning, behavioural coaching and deeper client relationships become even more important.

We could have chatted to Anthony for much longer than we had time for, so I’m sure we’ll see him again on the podcast soon to chat about even more interesting topics.